Tag: stocks

Over the past few weeks, we have reviewed several components of our financial planning process and how these can create value for you. Today, we want to discuss rebalancing your portfolio as a critical technique…

Words have meaning and many investors believe that if their investments have names that include “balanced,” “total return,” or “diversified growth” then this must be so. Unfortunately, what investments say they are often differs from…

Investors become nervous when markets do well, thinking that the inevitable “other shoe” is about to drop. This is normal and understandable. A key to becoming an “all the time” investor is appreciating the power…

To move forward, we sometimes need to dispel failed beliefs that may be holding us back. In over three decades of working with individuals of all types, backgrounds, and ages, I have reduced this list…

Much of the literature on financial planning and investing focuses on how to “maximize” return. Both advisors and clients become wrapped up in the comfortable cloak of chasing the always illusive “god of maximus.” It…

in·er·tia /iˈnərSHə/ One of the most pervasive human emotions (or a characteristic if not a true emotion) is inertia – “Indisposition to motion, exertion, or change” (Merriam-Webster’s Dictionary). Closely related might be the attitude expressed…